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They include 261 individual clients, 162 high-net-worth individuals and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Poehling Capital Management offer?","answer":"Poehling Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Poehling Capital Management charge?","answer":"Poehling Capital Management charges 0.50%–1.25% a year for its Asset-Based Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"POEHLING CAPITAL MANAGEMENT BROCHURE, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Poehling Capital Management use?","answer":"Poehling Capital Management’s separately managed account assets are held at Charles Schwab (Sanfrancisco, CA), with $591M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Poehling Capital Management have?","answer":"Poehling Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Poehling Capital Management invest in?","answer":"At the end of its last fiscal year, Poehling Capital Management’s separately managed accounts held 80% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Poehling Capital Management?","answer":"Poehling Capital Management’s direct owners are Thomas Poehling (75% or more), Patrick Poehling (10% to 25%) and Frederick Genz (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Poehling Capital Management get paid?","answer":"Poehling Capital Management is paid through a percentage of assets under management, hourly charges and commissions. 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